NEWS & INSIGHTS
Money management skills lay the foundation for lifelong success, and the path to financial wisdom begins in childhood. In recognition of Financial Literacy month in April, SageVest Wealth Management is proud to...
Papers, mementos, clothes, and more: there are many reasons why we amass an abundance of things that can end up making our homes look and feel messy. Keeping clutter under control enhances your home’s attractiveness,...
Joint ownership is one of the most common forms of asset titling. It offers numerous benefits centered on sharing use and control, it allows transparency of assets, and it helps with daily money management and bill...
If you’re like most Americans, a 401(k) or similar retirement plan represents the bulk of your long-term savings. Every year, the IRS places limits on the annual contributions you can complete to these and other...
For many of us, our home is our largest asset. It also represents one of the biggest decisions to be made in retirement. Choosing whether to stay in your home or to move is a common consideration, as you enter...
An important aspect of financial planning is not only balancing your expenses on a day-to-day basis, but also planning ahead for larger anticipated expenses. A wedding is a joyous celebration. Yet the big day can also...
The 2017 tax filing season began on January 23, 2017. That’s the day that the IRS began accepting electronic tax returns. Electronic filing is now the most popular method for preparing and submitting tax returns,...
President Trump has hit the ground running since his inauguration, with a flurry of executive activity on many different fronts. While it’s early in the new administration to start making forecasts, a number of key...
The Dow Jones Industrial Average (Dow) recently topped 20,000, setting a new record high and achieving a symbolic moment in US investment history. Investor sentiment has been climbing for a number of months, and a...
“Love and marriage, love and marriage, it goes together like a horse and carriage.” What Frank Sinatra didn’t mention in his famous song is who pays for the horse and who pays for the carriage. Opposites often do...
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